Thomas Laffont

speaker

504 appearances 2 recordings 2 series first heard Jun 2026 last heard 4 Jun

Thomas Laffont’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

Appearances

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All-In with Chamath, Jason, Sacks & Friedberg · Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox · 4 Jun 2026 podcast

But ultimately, and I think, Chamath, you agree with this, the public market is the great...

Test.

Equalizer.

Yes.

Yeah.

The scale.

It will be the great antiseptic.

It will not care about my bullshit presentation or, you know.

And so I love that.

I love that these companies are going to have to face the scrutiny, both SpaceX, OpenAI, and Anthropic.

of the market, right?

And ultimately, I'm a big believer in the market.

And so I'm very excited to see these companies go public, withstand the scrutiny of short sellers, pontificators, debaters, politicians, kind of, et cetera.

I don't want to read too much into it because the N of those companies is so small.

And look at Anthropic, right?

Anthropic pre-clot code was a completely different company than post-clot code, right?

So one event completely dented the trajectory of almost that entire industry.

So it's hard for me to know whether that's truly, you know, whether these companies were like the mule in the foundation series, something that could never be predicted and just came out of nowhere and it was just a one-time thing.

You know, we'll see.

I do think that the narrative of, oh, these models are commodities and these companies are going to get, I think that's been pretty thoroughly disproven now, right?

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